| Defining a credit limit for the invoice-to business partner
roleYou can define a credit limit that spans all departments of your
multicompany environment, or the departments related to a specific financial
company. Defining a credit limit for the entire multicompany
environment - Switch to one of the financial companies or companies of type Both of
your multicompany environment.
- Double-click the business partner in the Business Partners (tccom4500m000) session.
- In the Business Partner (tccom4100s000) session, make sure that the Credit Limit Check Per Department check box is cleared.
- Click the Invoice-to role button to start the Invoice-to Business Partner (tccom4112s000) session.
If this is the first invoice-to role in the first financial
company, specify the default invoice-to role data as described in To define business partner financial details by financial company and proceed
to step 6. If this is the second or later instance of the invoice-to
role, the session starts displaying the default invoice-to role data. Proceed
to step 6. - On the Credit Control tab, specify the credit limit amount in
the Credit Limit field.
Defining a credit limit for a specific financial
company - Switch to the financial company for which to specify a credit
limit.
- Double-click the business partner in the Business Partners (tccom4500m000) session.
- In the Business Partner (tccom4100s000) session, make sure that the Credit Limit Check Per Department check box is
selected.
- Click the Invoice-to role button to start the Invoice-to Business Partner (tccom4112s000) session.
- Perform the procedure for Defining the first
role or Defining a subsequent role, according
to whether this is the first invoice-to-role, or a subsequent invoice-to role
as described in To define business partner financial details by financial company.
Defining the first role Specify the default invoice-to data for the business
partner. For the default instance, you cannot specify a credit
limit. - Click New to specify a new instance of the invoice-to
business partner role.
- In the Department field, specify the accounting office of the current financial company.
- In the Credit Control tab, specify the credit limit amount in
the Credit Limit field.
Defining a subsequent role For a subsequent instance of the invoice-to role, the Invoice-to Business Partner (tccom4112s000) session starts. It displays the default
invoice-to role data. -
Complete either of these steps: - Use the arrows in the toolbar to browse to the role
instance defined for the accounting office of the current company. The
accounting office is displayed in the Department field.
- If no role is defined for the accounting office, click
New to create this role and specify the invoice-to role data as
required.
- In the Credit Control tab, specify the credit limit amount in
the Credit Limit field.
| |